Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 77 Million shares, which have been reported (via 13F filing form) to have a value of $2.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
6,866,041
shares
|
$250 Million
0.0% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,663,904
shares
|
$170 Million
0.0% of portfolio
|
Q2 2024
Added 273.44%
|
|
|
Tensile Capital Management LP
Larkspur, CA |
May 15, 2025 Q1 2025 |
3,660,474
shares
|
$133 Million
16.35% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,255,703
shares
|
$119 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Conestoga Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,947,740
shares
|
$107 Million
1.56% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
2,429,416
shares
|
$88.4 Million
0.06% of portfolio
|
Q1 2025
Added 63.01%
|
|
|
Geneva Capital Management LLC
|
May 09, 2025 Q1 2025 |
2,043,205
shares
|
$74.4 Million
1.36% of portfolio
|
Q1 2025
Added 42.13%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,887,860
shares
|
$68.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.33%
|
|
|
Fred Alger Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,672,623
shares
|
$60.9 Million
0.36% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,619,380
shares
|
$58.9 Million
0.0% of portfolio
|
Q1 2025
Added 27.3%
|
|
|
Capital World Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
1,588,928
shares
|
$57.8 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
1,531,939
shares
|
$55.8 Million
0.14% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Abrdn PLC
|
May 13, 2025 Q1 2025 |
1,511,846
shares
|
$55 Million
0.1% of portfolio
|
Q1 2025
Added 46.9%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,490,160
shares
|
$54.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
1,396,384
shares
|
$50.8 Million
0.0% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,349,606
shares
|
$49.1 Million
0.0% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,323,779
shares
|
$48.2 Million
5.09% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,281,786
shares
|
$46.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Times Square Capital Management, LLC
|
May 02, 2025 Q1 2025 |
1,064,773
shares
|
$38.8 Million
0.64% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
1,003,470
shares
|
$36.5 Million
0.28% of portfolio
|
Q1 2025
Added 63.55%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
917,295
shares
|
$33.4 Million
0.01% of portfolio
|
Q1 2025
Added 34.72%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
908,529
shares
|
$33.1 Million
0.01% of portfolio
|
Q1 2025
Added 10.22%
|
|
|
Hood River Capital Management LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
901,873
shares
|
$32.8 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
844,425
shares
|
$30.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.56%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
834,027
shares
|
$30.4 Million
0.03% of portfolio
|
Q4 2023
Added 21.74%
|